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Customized One-on-One Business Coaching for Financial Advisors

April-Lynn Levitt

B.Comm, CFP

 

Business Coach

 

April-Lynn LevittWith a passion for education and development, I excel at conducting seminars and workshops in addition to coaching financial advisors. After 24 years in the financial services industry, I have taken on various roles and thrive in each role mainly due to my knowledge of the industry, my resourceful nature and my ability to see opportunities. I am the go-to person for latest industry news which is due in large part to my love of learning and ability to seek out information.

 

I have spoken at many financial organizations including Advocis, The Independent Financial Brokers of Canada, Manulife Financial, HUB Financial, and Credential Financial. I am a member of the International Coach Federation and a frequent contributor to Investment Executive and advisor.ca. I coach my clients through customized one-on-one coaching so they can recharge their businesses and make their vision a reality.

 

I previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager managing over $1 billion dollars for physicians and their families. Prior to that, I was an independent financial advisor in Vancouver specializing in the professional women’s market and grew my practice using seminars for women investors. I started my career in financial services as the Manager of Administration for a securities dealer in Vancouver.

 

I have a Bachelor of Commerce with Distinction from the University of Alberta, the CFP, and extensive coaching, sales and management training.

 

Get in touch with April

 

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